News and resources for Canada's top financial advisors
Advisor's Edge
We asked three advisors
By Allan Janssen |October 4, 2021
2 min read
A resource economist adjusts to banking in Canada
By Melissa Shin |October 4, 2021
3 min read
Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.
By Mark Burgess |October 4, 2021
Help this U.S.-based couple who moved to Canada to care for an elderly parent
By Suzanne Yar Khan |October 4, 2021
7 min read
Students need financial planning, too
By Curtis Davis |October 4, 2021
4 min read
Industry
The activities are part of investor education month and world investor week
By Staff |September 29, 2021
1 min read
Planning and Advice
An industry expert urged advisors to step up their game during IAFP's 2021 symposium
By Katie Keir |September 24, 2021
Clients' concerns range from broad social and fiscal spending to potential tax changes
By Katie Keir |September 22, 2021
The York University professor laid out his concerns at an event this week
By Daniel Calabretta |September 22, 2021
Technology
IOSCO sets guidance on overseeing AI use for investment firms, asset managers
By James Langton |September 7, 2021
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